Your Qualified Intermediary should handle your exchange funds with a sense of care and trust, offering financial strength, experience, and nationwide service, along with solid credentials in facilitating tax-deferred exchanges.
Exchanges per year
Year of foundation
FDIC Insured accounts:
Bonded or Insured:
Average Price per Exchange <$500,000:
Type of client:REITInstitutionalSyndicateMulti-FamilySingle-FamilyCommercialResidentialRetailOfficeMedicalDuplexTownhouseCondoLandMobile HomeOther
Exchange type expertise:Forward ExchangeReverse ExchangeBuild to Suit/Construction ExchangeLeasehold Improvement ExchangeMixed Use ExchangeMulti-Asset ExchangeSimultaneous Exchange